Long View Wealth Management Portfolio Holdings

Long View Wealth Management

  • $313 Billion
  • Q3 2024

Long View Wealth Management has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $313 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $18.5B, Home Depot, Inc. with a value of $16B, Apple Inc. with a value of $15.5B, Ishares Morningstar Growth ETF with a value of $11.5B, and Genuine Parts CO with a value of $11B.

Examining the 13F form we can see an increase of $42.5B in the current position value, from $271B to 313B.

Long View Wealth Management is based out at Atlanta, GA

Below you can find more details about Long View Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $313 Billion
ETFs: $169 Billion
Consumer Cyclical: $33.2 Billion
Technology: $25.1 Billion
Financial Services: $13.3 Billion
Consumer Defensive: $9.37 Billion
Industrials: $7.26 Billion
Healthcare: $7.09 Billion
Utilities: $6.99 Billion
Other: $14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.18B
$337 Million 0.11% of portfolio
2,000
Q3 2024 Added 900.0%
$140B
$339 Million 0.11% of portfolio
580
Q3 2024 Reduced 1.02%
$0
$329 Million 0.11% of portfolio
5,737
Q3 2024 Reduced 35.83%
$23.6B
$313 Million 0.1% of portfolio
3,582
Q3 2024 New
$498B
$321 Million 0.1% of portfolio
650
Q3 2024 Reduced 5.11%
$218B
$321 Million 0.1% of portfolio
1,956
Q3 2024 Added 2.89%
$41.1B
$310 Million 0.1% of portfolio
6,106
Q3 2024 Reduced 6.12%
$0
$324 Million 0.1% of portfolio
13,800
Q3 2024 New
$0
$321 Million 0.1% of portfolio
1,915
Q4 2023 New
$0
$318 Million 0.1% of portfolio
4,980
Q3 2024 Added 7.1%
$30.6B
$326 Million 0.1% of portfolio
1,119
Q3 2024 Added 0.9%
$201B
$317 Million 0.1% of portfolio
512
Q3 2024 Reduced 0.97%
$59B
$293 Million 0.09% of portfolio
93
Q4 2023 New
$236B
$277 Million 0.09% of portfolio
5,205
Q3 2024 Reduced 0.04%
$0
$289 Million 0.09% of portfolio
9,956
Q3 2024 Reduced 27.89%
$0
$282 Million 0.09% of portfolio
4,520
Q3 2024 Added 13.03%
$0
$272 Million 0.09% of portfolio
22,780
Q3 2024 Reduced 10.43%
$0
$287 Million 0.09% of portfolio
2,996
Q3 2024 Reduced 15.06%
$62B
$282 Million 0.09% of portfolio
1,001
Q3 2024 Added 0.2%
$167B
$280 Million 0.09% of portfolio
1,033
Q2 2024 Reduced 3.91%
$184B
$250 Million 0.08% of portfolio
1,132
Q3 2024 New
$0
$260 Million 0.08% of portfolio
5,097
Q3 2024 New
$38B
$236 Million 0.08% of portfolio
6,576
Q3 2024 Added 0.84%
$12.3B
$249 Million 0.08% of portfolio
1,709
Q3 2024 New
$203B
$255 Million 0.08% of portfolio
652
Q3 2024 Reduced 1.81%
$54B
$266 Million 0.08% of portfolio
1,968
Q3 2024 Reduced 1.5%
$0
$251 Million 0.08% of portfolio
4,700
Q3 2024 New
$0
$250 Million 0.08% of portfolio
12,700
Q3 2024 New
$100B
$225 Million 0.07% of portfolio
4,406
Q2 2024 New
$67.6B
$229 Million 0.07% of portfolio
7,878
Q3 2024 New
$0
$210 Million 0.07% of portfolio
608
Q2 2024 New
$0
$234 Million 0.07% of portfolio
7,524
Q3 2024 New
Linde PLC
-
$206 Million 0.07% of portfolio
-
Q3 2024 New
$174B
$218 Million 0.07% of portfolio
1,797
Q3 2024 New
$21.4B
$235 Million 0.07% of portfolio
3,450
Q3 2024 New
$193B
$225 Million 0.07% of portfolio
1,192
Q3 2024 New
$147B
$229 Million 0.07% of portfolio
3,539
Q3 2024 Reduced 9.97%
$0
$229 Million 0.07% of portfolio
2,394
Q4 2023 New
$0
$228 Million 0.07% of portfolio
1,200
Q2 2024 Reduced 1.32%
$88.8B
$206 Million 0.07% of portfolio
6,567
Q3 2024 Reduced 8.37%
$61.8B
$213 Million 0.07% of portfolio
4,975
Q3 2024 Reduced 6.52%
$0
$204 Million 0.06% of portfolio
2,434
Q3 2024 Reduced 5.29%
$0
$150 Million 0.05% of portfolio
14,969
Q2 2024 Reduced 27.27%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $313 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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